Integrations
The agency management systems, CRMs and email tools Covera workflows work in: connectors already running in production, and the ones coming next.
Agency management system
AI workflows for Adhoc brokerage software
Covera works on the book of agencies running Adhoc, the brokerage software by Custy: clients and policies enter Covera through an Excel export imported by the Covera team, with nothing written back in Adhoc.
Agency management system
AI workflows for BubbleIn brokerage software
Covera imports the client list of agencies running BubbleIn, from an export sent by the agency: clients and contact details, ready for quoting. Policies are not part of the BubbleIn export.
CRM · Agency management system
AI workflows for Coorty brokerage CRM
Covera reads the agency's book in Coorty, the French brokerage CRM: clients, policies with their carrier, and claims, synced every night through the Coorty API, or imported from a CSV export.
Agency management system
AI workflows for EZLynx agency management
Covera reads the book of agencies on EZLynx every day, applicants and policies, and creates an applicant in EZLynx from a quoting file when the agent clicks. Nothing is modified or deleted.
Agency management system
AI workflows for Excalibur brokerage software
Covera connects to Excalibur, the Windows brokerage software by Net-Consult: nightly read of insureds, policies and claims, and creation of an insured in Excalibur on the broker's click.
Email
AI workflows for Gmail and Google Workspace
Covera connects to Gmail, on Google Workspace or a personal address: it reads documents and replies, and places every follow-up as a draft in the broker's mailbox. It never sends an email itself.
Agency management system
AI workflows for Maia brokerage software
Covera connects to Maia, the French brokerage management software: nightly read of clients, policies and claims, live access to Maia documents, and client or project creation on the broker's click.
Agency management system
AI workflows for Modulr brokerage software
Covera reads Modulr every night: clients, policies and the list of expected documents, which drives the document collection workflow. An agency administrator connects Modulr directly from Covera's settings.
Agency management system
AI workflows for Momentum AMS (NowCerts)
Covera connects to Momentum, formerly NowCerts, through its official API: daily sync of clients, policies and claims, live client lookups and documents in the assistant, and records created on request.
Email
AI workflows for Outlook and Microsoft 365
Covera connects to each broker's Outlook mailbox on Microsoft 365: it reads documents and replies, sorts incoming mail when enabled, and places every follow-up as a draft. It never sends an email itself.
Document storage
AI workflows for SharePoint document storage
Covera reads the agency's SharePoint documents, read-only: files are attached to a quoting or comparison file without downloading them again, and the assistant searches the folders the agency allows.
Messaging
AI workflows for WhatsApp Business
Covera connects the agency's WhatsApp Business number by QR code: reminders are prepared by the workflows and sent on the broker's click, and a conversation can be imported into a file with its photos and documents.
- Soon
More integrations in development
New connectors are on the way. Tell us on a call which software your agency uses.